About the roleJoin a top performing boutique wealth advisory business within a leading Australian wealth management group who manage complex, high-net-worth client portfolios, delivering tailored investment, superannuation, and tax strategies.Manage and grow relationships with HNW clientsDevelop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategiesAdvise on wholesale investment strategies and portfolio constructionMeet with existing clients, new business leads and referral partnersPrepare detailed, compliant advice with a robust focus on accuracy and client outcomesSkills & Experience1–4 years of experience as a Financial AdviserSound working knowledge of SMSFs, trusts and companies,



contribution and pension strategies, listed and unlisted investmentsExperience with HNW, wholesale or business-owner clients is highly regardedBenefitsDiscretionary bonus linked to individual and business performanceDedicated paraplanning and administrative support so you can focus on adviceHybrid flexibility after a successful six-month probationAnnual salary reviews and half-yearly performance appraisalsAccess to morning market briefings, industry insights and professional networking opportunities
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📌 Financial Adviser (Sydney)
🏢 Waratah Recruitment Partners
📍 Sydney